See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,348 | $127,065-30.5% | $113,168-21.9% | $142,382-38.0% |
| Participation rate | 65.0% | 79.2%-14.2pp | 76.6%-11.6pp | 80.1%-15.1pp |
| Annual return | 12.46% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $659 | $3,442-80.8% | $2,975-77.8% | $4,299-84.7% |
| Participant deferral / active EE | $2,338 | $5,716-59.1% | $5,107-54.2% | $6,507-64.1% |
| Admin fee / account holder | $4,374 | $15,736-72.2% | $12,068-63.8% | $12,624-65.4% |